Financial Services Portfolio

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We focus on investment opportunities in two large, complex and capital-intensive industries: Financial Services and Energy.

Financial Services Portfolio

Combined
Financial Services Portfolio Alone
Belmont Green Finance Limited (Vida Homeloans)
Belmont Green Finance Limited (Vida Homeloans)Initial Investment Date: November 2015

Belmont Green Finance Limited is a UK-based mortgage company focused on residential lending to under-served segments of the UK mortgage market.  Its trading name in the UK mortgage market is Vida Homeloans.

http://www.vidahomeloans.co.uk

Initial Investment Date: November 2015

Belmont Green Finance Limited is a UK-based mortgage company focused on residential lending to under-served segments of the UK mortgage market.  Its trading name in the UK mortgage market is Vida Homeloans.

http://www.vidahomeloans.co.uk

Better Mortgage
Better MortgageInitial Investment Date: April 2016

Better Mortgage is a residential mortgage lender focused on simplifying the origination process for consumers and investors through its online platform.

www.better.com

Initial Investment Date: April 2016

Better Mortgage is a residential mortgage lender focused on simplifying the origination process for consumers and investors through its online platform.

www.better.com

Clear Blue Financial Holdings LLC
Clear Blue Financial Holdings LLCInitial Investment Date: November 2015

Clear Blue Financial Holdings LLC is a Charlotte, North Carolina-based non-risk bearing insurance business that enables insurers to access the on-shore U.S. market through use of its licensing and rating and services.

www.clearblueinsurancegroup.com

 

 

 

Initial Investment Date: November 2015

Clear Blue Financial Holdings LLC is a Charlotte, North Carolina-based non-risk bearing insurance business that enables insurers to access the on-shore U.S. market through use of its licensing and rating and services.

www.clearblueinsurancegroup.com

 

 

 

Fair Square Financial Holdings LLC
Fair Square Financial Holdings LLC

Fair Square Financial Holdings LLC is a Wilmington, DE-based company focused on servicing customers with competitive credit card products. The company utilizes advanced data analytics, modeling and strategic testing to identify segments of customers to whom it can provide a differentiated, superior solution.

www.ollocard.com

Fair Square Financial Holdings LLC is a Wilmington, DE-based company focused on servicing customers with competitive credit card products. The company utilizes advanced data analytics, modeling and strategic testing to identify segments of customers to whom it can provide a differentiated, superior solution.

www.ollocard.com

Fidelis Insurance Holdings Limited
Fidelis Insurance Holdings LimitedInitial Investment Date: June 2015

Fidelis Insurance Holdings Limited is a Bermuda-based specialty insurance and reinsurance provider, employing an innovative model to optimize the underwriting and asset sides of the balance sheet.
www.fidelisinsurance.com

Initial Investment Date: June 2015

Fidelis Insurance Holdings Limited is a Bermuda-based specialty insurance and reinsurance provider, employing an innovative model to optimize the underwriting and asset sides of the balance sheet.
www.fidelisinsurance.com

Global Atlantic Financial Group Limited
Global Atlantic Financial Group LimitedInitial Investment Date: April 2013

Global Atlantic Financial Group Limited is a Bermuda-based financial services company focused on the annuity, life insurance and reinsurance markets.
www.globalatlantic.com

Initial Investment Date: April 2013

Global Atlantic Financial Group Limited is a Bermuda-based financial services company focused on the annuity, life insurance and reinsurance markets.
www.globalatlantic.com

Strategic Funding Source, Inc.
Strategic Funding Source, Inc.Initial Investment Date: August 2014

Strategic Funding Source, Inc. is a New York-based provider of financing to a wide range of businesses including retailers, restaurants, hotels, medical professionals, manufacturers, wholesalers and automotive dealers and suppliers.
www.sfscapital.com

Initial Investment Date: August 2014

Strategic Funding Source, Inc. is a New York-based provider of financing to a wide range of businesses including retailers, restaurants, hotels, medical professionals, manufacturers, wholesalers and automotive dealers and suppliers.
www.sfscapital.com

Syndicate Holding Corp. (Fund II)
Syndicate Holding Corp. (Fund II)Initial Investment Date: March 2015

Syndicate Holding Corp.  is an insurance company that writes specialty live and run-off insurance within Lloyd’s of London and in the London market.
www.vibesm.com

Initial Investment Date: March 2015

Syndicate Holding Corp.  is an insurance company that writes specialty live and run-off insurance within Lloyd’s of London and in the London market.
www.vibesm.com

Talcott Resolution
Talcott ResolutionInitial Investment Date: May 2018

Talcott Resolution is a life and annuity insurance company headquartered in Windsor, Connecticut.

www.talcottresolution.com

Initial Investment Date: May 2018

Talcott Resolution is a life and annuity insurance company headquartered in Windsor, Connecticut.

www.talcottresolution.com

Trinitas Capital Management
Trinitas Capital ManagementInitial Investment Date: June 2017

Trinitas Capital Management (“TCM”) is a Dallas, TX-based credit investment management company that manages collateralized loan obligations. TCM currently manages $1.5 billion in CLOs and invests in risk retention CLO equity.

http://www.trinitascmllc.com

 

Initial Investment Date: June 2017

Trinitas Capital Management (“TCM”) is a Dallas, TX-based credit investment management company that manages collateralized loan obligations. TCM currently manages $1.5 billion in CLOs and invests in risk retention CLO equity.

http://www.trinitascmllc.com

 

United PanAm Financial Corp.
United PanAm Financial Corp.Initial Investment Date: February 2011

United PanAm Financial Corp. is a California-based subprime auto financing company that has origination relationships with a substantial network of independent auto dealers across nearly all 50 states.
www.upfc.com

Initial Investment Date: February 2011

United PanAm Financial Corp. is a California-based subprime auto financing company that has origination relationships with a substantial network of independent auto dealers across nearly all 50 states.
www.upfc.com

Whitestar Asset Management, LLC
Whitestar Asset Management, LLCInitital Investment Date: March 2017

Whitestar Asset Management, LLC is a Dallas, TX-based credit asset manager that manages collateralized loan obligations.

Initital Investment Date: March 2017

Whitestar Asset Management, LLC is a Dallas, TX-based credit asset manager that manages collateralized loan obligations.

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